HubSpot Inc
HUBS- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001404655
In the last 90 days, HubSpot Inc insiders filed 1 open-market purchase and 4 sales; 599 institutions reported holding it in 13F filings for Q2 2026, worth $8.94B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in HubSpot Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 709
- +39 vs. Q3 2023
- Shares held
- 45.3M
- +336.5K (+0.7%) vs. Q3 2023
- Total value
- $26.2B
- +$4.08B (+18.4%) vs. Q3 2023
- New holders
- 120
- 224 more added
- Sold out
- 81
- 252 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HUBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 599 | $8.94B |
| Q1 2026 | 680 | $12.0B |
| Q4 2025 | 748 | $18.9B |
| Q3 2025 | 772 | $21.8B |
| Q2 2025 | 788 | $26.5B |
| Q1 2025 | 805 | $27.4B |
| Q4 2024 | 798 | $32.7B |
| Q3 2024 | 729 | $24.5B |
| Q2 2024 | 801 | $27.0B |
| Q1 2024 | 732 | $28.6B |
| Q4 2023 | 709 | $26.2B |
| Q3 2023 | 680 | $22.2B |
| Q2 2023 | 682 | $23.4B |
| Q1 2023 | 638 | $19.3B |
| Q4 2022 | 576 | $13.1B |
| Q3 2022 | 567 | $12.1B |
| Q2 2022 | 586 | $13.2B |
| Q1 2022 | 629 | $20.7B |
| Q4 2021 | 663 | $28.6B |
| Q3 2021 | 600 | $29.2B |
| Q2 2021 | 547 | $24.8B |
| Q1 2021 | 507 | $19.4B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armistice Capital, LLC | 1,070 | $621.2K | 0.02% | +1,070 | New |
| Vestcor Inc | 1,062 | $617.0K | 0.02% | −11−1.0% | Reduced |
| Dana Investment Advisors, Inc. | 1,055 | $612.5K | 0.03% | −6−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,041 | $604.3K | 0.01% | −19−1.8% | Reduced |
| Battery Global Advisors, LLC | 1,041 | $604.3K | 0.46% | +1,041 | New |
| Ameritas Advisory Services, LLC | 981 | $604.1K | 0.03% | +981 | New |
| Two Sigma Securities, LLC | 1,037 | $602.0K | 0.03% | +1,037 | New |
| XTX Topco Ltd | 1,029 | $597.4K | 0.13% | +1,029 | New |
| IFP Advisors, Inc | 1,022 | $592.9K | 0.03% | −7−0.7% | Reduced |
| Spire Wealth Management | 1,007 | $585.5K | 0.02% | +2+0.2% | Added |
| La Banque Postale Asset Management SA | 971 | $563.7K | 0.01% | −363−27.2% | Reduced |
| Mercer Global Advisors Inc | 967 | $561.0K | 0.00% | −190−16.4% | Reduced |
| Commerce Bank | 952 | $552.7K | 0.00% | −6,283−86.8% | Reduced |
| Advisors Asset Management, Inc. | 945 | $548.6K | 0.01% | +430+83.5% | Added |
| O'Shaughnessy Asset Management, LLC | 936 | $543.4K | 0.01% | −193−17.1% | Reduced |
| Motley Fool Asset Management LLC | 933 | $541.6K | 0.04% | −89−8.7% | Reduced |
| Lido Advisors, LLC | 932 | $540.9K | 0.01% | −15−1.6% | Reduced |
| New York Life Investment Management LLC | 921 | $534.7K | 0.01% | +188+25.6% | Added |
| Concentric Capital Strategies, LP | 917 | $532.4K | 0.07% | +917 | New |
| Sycomore Asset Management | 908 | $532.0K | 0.11% | +698+332.4% | Added |
| Kingsview Wealth Management, LLC | 886 | $514.4K | 0.02% | −253−22.2% | Reduced |
| BluePath Capital Management, LLC | 893 | $508.9K | 0.45% | +16+1.8% | Added |
| Hanseatic Management Services Inc | 874 | $507.4K | 0.88% | −45−4.9% | Reduced |
| We Are One Seven, LLC | 864 | $501.6K | 0.03% | −71−7.6% | Reduced |
| Redwood Financial Network Corp | 862 | $500.4K | 0.49% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 853 | $495.2K | 0.01% | −922−51.9% | Reduced |
| Signaturefd, LLC | 846 | $491.1K | 0.01% | +1+0.1% | Added |
| American Trust | 827 | $480.1K | 0.04% | +316+61.8% | Added |
| Valeo Financial Advisors, LLC | 824 | $478.4K | 0.02% | −164−16.6% | Reduced |
| National Asset Management, Inc. | 798 | $463.3K | 0.01% | −294−26.9% | Reduced |
| Emerald Advisers, LLC | 785 | $455.7K | 0.02% | +785 | New |
| Waypoint Wealth Partners Inc. | 775 | $449.9K | 0.14% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 774 | $449.3K | 0.00% | −66−7.9% | Reduced |
| American International Group, Inc. | 773 | $448.8K | 0.00% | −21−2.6% | Reduced |
| Peak Financial Management, Inc. | 771 | $447.6K | 0.15% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 770 | $447.0K | 0.00% | −919−54.4% | Reduced |
| Reuter James Wealth Management, LLC | 760 | $441.2K | 0.30% | −18−2.3% | Reduced |
| Fulton Bank, N.A. | 756 | $438.9K | 0.02% | −48−6.0% | Reduced |
| Harvest Fund Management Co., Ltd | 739 | $429.0K | 0.07% | +377+104.1% | Added |
| HighPoint Advisor Group LLC | 679 | $428.0K | 0.03% | +679 | New |
| Sawtooth Solutions, LLC | 724 | $420.3K | 0.01% | +35+5.1% | Added |
| Bleakley Financial Group, LLC | 724 | $420.3K | 0.01% | +35+5.1% | Added |
| Petrus Trust Company, LTA | 720 | $418.0K | 0.04% | +720 | New |
| Capula Management Ltd | 714 | $414.5K | 0.03% | +234+48.8% | Added |
| Icon Wealth Advisors, LLC | 714 | $414.5K | 0.04% | +714 | New |
| Arcadia Investment Management Corp | 700 | $406.4K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 693 | $402.0K | 0.00% | +77+12.5% | Added |
| Ossiam | 677 | $393.0K | 0.01% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 674 | $391.3K | 0.06% | +183+37.3% | Added |
| Leonteq Securities AG | 673 | $390.7K | 0.05% | +54+8.7% | Added |
| Qtron Investments LLC | 672 | $390.1K | 0.06% | 00.0% | Unchanged |
| Lincoln National Corp | 666 | $386.6K | 0.01% | +17+2.6% | Added |
| Symmetry Partners, LLC | 653 | $385.0K | 0.02% | +653 | New |
| Duality Advisers, LP | 658 | $382.0K | 0.04% | −2,425−78.7% | Reduced |
| NewEdge Wealth, LLC | 657 | $381.4K | 0.01% | −11−1.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 656 | $380.8K | 0.23% | 00.0% | Unchanged |
| Synovus Financial Corp | 655 | $380.3K | 0.01% | −3−0.5% | Reduced |
| Algert Global LLC | 638 | $370.4K | 0.01% | +638 | New |
| Penserra Capital Management LLC | 630 | $364.0K | 0.01% | +382+154.0% | Added |
| Diversified Trust Co | 626 | $363.4K | 0.01% | −214−25.5% | Reduced |
| V-Square Quantitative Management LLC | 624 | $362.3K | 0.09% | +210+50.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 620 | $359.9K | 0.20% | +620 | New |
| Baldwin Brothers Inc | 610 | $354.1K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 608 | $353.0K | 0.01% | +11+1.8% | Added |
| Kornitzer Capital Management Inc | 600 | $348.3K | 0.01% | +600 | New |
| MYDA Advisors LLC | 600 | $348.3K | 0.15% | +600 | New |
| Oak Harbor Wealth Partners, LLC | 597 | $346.6K | 0.12% | −100−14.3% | Reduced |
| Kestra Advisory Services, LLC | 595 | $345.4K | 0.00% | −10−1.7% | Reduced |
| Raymond James Trust N.A. | 592 | $343.7K | 0.01% | −2−0.3% | Reduced |
| Parallel Advisors, LLC | 590 | $342.5K | 0.01% | −1−0.2% | Reduced |
| National Bank of Canada | 621 | $340.1K | 0.00% | −980−61.2% | Reduced |
| Welch & Forbes LLC | 581 | $337.3K | 0.01% | −200−25.6% | Reduced |
| Wetherby Asset Management Inc | 579 | $336.1K | 0.02% | −29−4.8% | Reduced |
| Coastline Trust Co | 575 | $333.8K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 573 | $332.6K | 0.01% | −51−8.2% | Reduced |
| Albion Financial Group | 572 | $332.1K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 564 | $327.4K | 0.00% | +12+2.2% | Added |
| HB Wealth Management, LLC | 562 | $326.3K | 0.00% | +19+3.5% | Added |
| Sherbrooke Park Advisers LLC | 551 | $319.9K | 0.15% | −1,229−69.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 547 | $317.6K | 0.00% | −156−22.2% | Reduced |
| Golden State Equity Partners | 542 | $314.7K | 0.08% | +5+0.9% | Added |
| Ostrum Asset Management | 536 | $311.2K | 0.03% | −721−57.4% | Reduced |
| Mirador Capital Partners LP | 536 | $311.2K | 0.07% | +536 | New |
| Meiji Yasuda Asset Management Co Ltd. | 530 | $307.7K | 0.01% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 515 | $299.0K | 0.08% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 514 | $298.4K | 0.00% | −1,216−70.3% | Reduced |
| Apollon Wealth Management, LLC | 514 | $298.2K | 0.01% | +26+5.3% | Added |
| iA Global Asset Management Inc. | 513 | $298.0K | 0.01% | +513 | New |
| Paces Ferry Wealth Advisors, LLC | 513 | $297.8K | 0.21% | +4+0.8% | Added |
| Affinity Capital Advisors, LLC | 510 | $296.1K | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 506 | $293.8K | 0.01% | −11−2.1% | Reduced |
| Berkshire Asset Management LLC | 505 | $293.2K | 0.02% | −1−0.2% | Reduced |
| Shay Capital LLC | 500 | $290.3K | 0.11% | +500 | New |
| Scalar Gauge Management, LLC | 500 | $290.3K | 0.28% | +500 | New |
| Lombard Odier Asset Management (USA) Corp | 498 | $289.1K | 0.04% | −409−45.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 498 | $289.1K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 492 | $285.6K | 0.01% | +10+2.1% | Added |
| Cigna Investments Inc | 488 | $284.0K | 0.06% | −8−1.6% | Reduced |
| Brown Brothers Harriman & Co | 482 | $279.8K | 0.00% | −188−28.1% | Reduced |
| Everpar Advisors LLC | 477 | $276.9K | 0.13% | +477 | New |